Value is the new Growth

Market Musings 3/31/2021 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! TLDR: Despite Q1 weakness in growth-oriented portfolios, we view strengths in Financials and Recovery stocks to continue and near-term correction in Growth names to be a buying opportunity. The first quarter of 2021 Read More

Correcting the Correction

Market Musings 3/9/2021 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! TLDR: High-growth stocks enter correction territory. Despite today’s rebound, we’re still neutral on Growth names and believe high quality still depressed #COVIDRecovery names have solid prospects to outperform into next year. While markets Read More